TV Appearances

Yesterday, I appeared on ausbiz to share my thoughts on the current bull market, including the potential for a correction in January or a broader pullback next year. We discussed how disinflation and economic growth have historically supported innovative companies with pricing power. I also touched on sentiment indicators like the “euphoriameter”, highlighting that while these can signal extremes, the S&P 500 has historically continued to rally after past peaks. continue…

by Roger Montgomery Posted in TV Appearances.

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by Roger Montgomery Posted in Small Caps, TV Appearances.

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In this morning’s Ausbiz episode, I discussed how generative artificial intelligence (AI) might ultimately benefit consumers more than shareholders. We explored the distinct roles within the AI landscape: “upstream” companies like Nvidia (NASDAQ:NVDA) and Intel (NASDAQ:INTC) provide essential infrastructure, while “downstream” firms like Apple (NASDAQ:AAPL), Google (NASDAQ:GOOG), and Microsoft (NASDAQ:MSFT) apply the technology but face slowing profit growth. Amazon (NASDAQ:AMZN), interestingly, occupies a “midstream” position, balancing both infrastructure and application.  continue…

by Roger Montgomery Posted in Technology & Telecommunications, TV Appearances.

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In yesterday’s interview with Ausbiz, we discussed the rising importance of private credit as a key asset class, with projections indicating it could double by 2028 to nearly $2.8 trillion. I explained that traditional 60/40 portfolios are becoming less effective due to the increased correlation between bonds and equities. By reallocating part of the fixed income exposure to private credit, investors can achieve higher returns and fewer losing years. A portfolio mix of 40 per cent equities, 30 per cent fixed income, and 30 per cent private credit not only enhances performance but also reduces volatility, providing greater portfolio stability without compromising equity exposure. continue…

by Roger Montgomery Posted in Aura Group, TV Appearances.

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In last week’s interview with Ausbiz, we discussed the recent accusations against Coles (ASX:COL) and Woolworths (ASX:WOW) for misleading shoppers about discounts. We explored how the new leadership at both companies, with female CEO’s, might bring a more nuanced and sensitive approach to crisis management. While Coles has taken a defensive stance, Woolworths’ more measured response could ultimately benefit their long-term brand value. Drawing from past examples like Qantas (ASX:QAN) and Exxon, I highlighted the importance of transparency and suggested that the supermarket that embraces change could gain a competitive edge in the market. 

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by Roger Montgomery Posted in TV Appearances.

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Last week, I appeared on ABC News to discuss what Coles (ASX:COL) and Woolworths (ASX:WOW) can do to rebuild their reputations after accusations of fake discount claims, which caused a drop in both share prices. Coles is set to defend itself to the Australian Compeititon & Consumer Commission (ACCC), but both companies must act quickly to regain public trust. One of them has the chance to rally community support by being the first to address the issues openly and make meaningful changes to their pricing strategies. continue…

by Roger Montgomery Posted in TV Appearances.

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In my recent interview with Ausbiz, I discussed the complex landscape for Australian consumers and the retail sector. While higher income earners are driving spending, lower income groups are tightening their belts, focusing on essentials like utilities and mortgages. Data from UBS and Finder reveals consumer trends remain resilient despite economic uncertainty. Retailers like JB Hi-Fi (ASX:JBH) and Nick Scali (ASX:NCK) have shown strong performance by gaining market share, particularly through overseas expansion, whereas others, like Harvey Norman (ASX:HVN), have lagged. Looking ahead to Christmas and Black Friday sales, I expect steady spending from wealthier consumers, but a drop among lower-income households, highlighting the challenges ahead for the retail sector.

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by Roger Montgomery Posted in Consumer discretionary, TV Appearances.

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In my recent interview with Ausbiz, I gave an overview of the current earnings season, shedding light on how the uncertain economic environment has influenced company performances. Despite the unclear macroeconomic picture, there has been a notable trend of companies exceeding earnings expectations. A key concern emerging from these financial results is the impact of a persistently high-interest rate environment on various sectors. Specific companies like ARB (ASX:ARB) and Nick Scali (ASX:NCK) show promise, demonstrating that businesses with strong overseas growth opportunities can still thrive even in challenging economic conditions.

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by Roger Montgomery Posted in TV Appearances.

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by Roger Montgomery Posted in TV Appearances.

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In yesterday’s interview on ausbiz, I discussed the growing influence of music streaming services, particularly highlighting Spotify’s (NYSE:SPOT) leading position in the market. We delved into how Spotify’s ad-free, premium offerings have bolstered its appeal, leading to a substantial increase in both market share and subscriber base, despite rising prices. I also emphasised the importance of return on equity (ROE) as a critical metric for investors, demonstrating how companies like Spotify and REA Group (ASX:REA) leverage their ability to charge premium prices to sustain strong competitive advantages. These insights provide a valuable perspective for understanding the dynamics that drive stock performance and market leadership in today’s digital economy. 

You can watch the full interview here: Ausbiz – Spotify soars like a Swift hit!

by Roger Montgomery Posted in TV Appearances.

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